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Valuation

$3.6M

2025 Revenue

$1.2M

Funding

$0

Team

11

Founded

2007

How True Wealth Design CEO Kevin Kroskey grew True Wealth Design to $1.2M revenue with a 11 person team in 2025.

Financial advisor helping successful families by integrating planning, taxes and investments into a sound retirement strategy

Last updated

True Wealth Design Revenue

In 2025, True Wealth Design's revenue reached $1.2M. Since its launch in 2007, True Wealth Design has shown consistent revenue growth.

True Wealth Design Revenue GrowthReported revenue / ARR by year$0$300K$600K$900K$1M$2M2007200920112013201520172019202120232025$0$1MSource: GetLatka.com
YearMilestone
2025True Wealth Design Hit $1.2m revenue in September 2025
2007Launched with $0 revenue

True Wealth Design Valuation, Funding Rounds

True Wealth Design's most recent disclosed valuation is $3.6M.

True Wealth Design is a bootstrapped Consulting & Advisory startup. Founded in 2007, True Wealth Design has grown to $1.2M in revenue without raising any venture capital or outside funding.

As a self-funded Consulting & Advisory SaaS company, True Wealth Design has built its business with no outside investment.

True Wealth Design Capital Raised & ValuationCumulative capital raised and post-money valuation by roundCapital raised (cum.)Valuation$0$120072007 cumulative: $0 • 2007 Founded: $02007 Founded: $0 valuationSource: GetLatka.com
YearRoundAmountValuation% Sold

True Wealth Design Employees & Team Size

True Wealth Design employs approximately 11 people as of 2026.

True Wealth Design has 11 total employees in different roles and functions.

True Wealth Design Team GrowthReported headcount over time035810132007200920112013201520172019202120232024001111Source: GetLatka.com
YearMilestone
2024Reached 11 employees (November 2024)

Founder / CEO

Kevin Kroskey

Kevin Kroskey is listed as Founder / CEO at True Wealth Design.

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Customers

We do not have customer count information for True Wealth Design yet.

Frequently Asked Questions about True Wealth Design

What is True Wealth Design's revenue?

True Wealth Design generates $1.2M in revenue.

Who founded True Wealth Design?

True Wealth Design was founded by Kevin Kroskey.

Who is the CEO of True Wealth Design?

The CEO of True Wealth Design is Kevin Kroskey.

How much funding does True Wealth Design have?

True Wealth Design raised $0.

How many employees does True Wealth Design have?

True Wealth Design has 11 employees.

Where is True Wealth Design headquarters?

True Wealth Design is headquartered in Akron, Ohio, United States.

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Source Attribution

Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.

Company data last updated .